Category Archives: Fund Flows

The headline number for new money flowing into Exchange Traded Funds moderated in May to about $28 billion, down from about $36 billion in April. However, stripping out the effect of short sales, net long money flows actually increased slightly, to almost $37 billion in May from $34 billion in April. (The unwinding of short…

The flood of money into ETFs continued in March, though not quite as robust as first blush. According to our database, equity funds saw roughly $39.6 billion in new money for the month, while Bond ETFs captured some $9.2 billion, representing increases in overall assets under management of 1.8% and 1.9%, respectively. However, after adjusting…

ETF investors put some $43 billion in new money to work in February, according to our database tracking 1,546 ETFs with $2.7 trillion in AUM. Investors expressed a preference for higher risk areas like emerging markets and small cap stocks, but also hedged their bets by increasing short positions pretty much across the board. Among equity ETFs, overall short interest increased…

ETFs have long been a favorite vehicle for short sellers, not only because they are easy to borrow—market makers can always create more shares when demand is sufficient—but also because they allow investors to easily express a negative view on a particular asset class or sector without taking on single-stock risk. But short interest in…

Twenty-sixteen is likely to go down as another record year for passive investments. According to Morningstar, investors plowed $429 billion into ETFs and other index funds in the first 11 months of the year, while yanking some $285 billion from traditional actively managed mutual funds. ETFs probably garnered about half of cash tsunami that flowed…

ETF investors yanked more money from funds invested in the Euro zone than they did from the United Kingdom in the third quarter of this year. Overall, Euro-area assets saw net outflows[1] of about $5 billion, or 4.9% of their net assets at the start of Q3. Some individual countries in the Euro saw much…

Emerging Market ETFs—both equities and fixed income—were the big winners in the battle for assets in August. Among equity funds, developed markets captured 73% of all net flows[1], while emerging markets captured 27%. That’s fewer absolute dollars being allocated to emerging markets, but that 27% is still nearly triple the category’s 9.7% slice of the…